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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST
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To: kas1 who wrote (3063)4/10/2000 2:33:00 PM
From: pirate_200   of 10934
 
> They have been "warning" about this for years, haven't they?
>
> To worry about shrinking margins from increased capacity is
> to forget that what matters to fundamentals is not margins
> in percentages, but earnings in dollars -- it's better to
> sell more expensive systems (more profit), even if the
> margin % is low

For these larger terabyte(s) systems, maybe NTAP
will sell more higher margin add-on stuff like
clustering, remote mirroring and advanced backup
to go along with it.

The hard part to get across is that even though the
cost per megabyte of storage will continue to get
ridiculously low, the actual value of that megabyte
of data in the internet business world is continuously
increasing in value to businesses as they do more
business online and things like data mining.

Hopefully NTAP continues to keep high margins because
of their unique ability to offer high performance
and low administration of a customer's data.
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